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Welltower

1,463 hedge funds and large institutions have $133B invested in Welltower in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 652 increasing their positions, 436 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$308M
Puts
$248M
Net Calls
Net Calls Change

Top Buyers

1 +$1.61B
2 +$1.23B
3 +$461M
4
Goldman Sachs
Goldman Sachs
New York
+$447M
5
Capital World Investors
Capital World Investors
California
+$391M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1026
Jaffetilchin Investment Partners
Florida
$316K
CFO
1027
Cambient Family Office
Michigan
$314K
CFG
1028
Cooper Financial Group
California
$313K
WIM
1029
Westside Investment Management
California
$310K
AC
1030
Avestar Capital
New York
$309K
SWP
1031
Strategic Wealth Partners
Ohio
$306K
TC
1032
TFR Capital
Texas
$306K
OBWG
1033
Onyx Bridge Wealth Group
New York
$306K
FAG
1034
Fortitude Advisory Group
Washington
$303K
FFS
1035
Founders Financial Securities
Maryland
$302K
FWM
1036
Focused Wealth Management
New York
$301K
KBFS
1037
Kohmann Bosshard Financial Services
Ohio
$300K
HP
1038
Holistic Planning
Texas
$299K
PIA
1039
Perennial Investment Advisors
California
$297K
MC
1040
Middleton & Co
Massachusetts
$297K
FFM
1041
Forum Financial Management
Illinois
$296K
SDWMA
1042
Schneider Downs Wealth Management Advisors
Pennsylvania
$294K
NWM
1043
Northcape Wealth Management
New York
$294K
PFA
1044
Pure Financial Advisors
California
$294K
CC
1045
Courier Capital
New York
$293K
DAS
1046
Dynamic Advisor Solutions
Arizona
$289K
RA
1047
RFG Advisory
Alabama
$287K
CWMGP
1048
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$287K
FC
1049
Fairscale Capital
New Hampshire
$286K
PNC
1050
Park National Corp
Ohio
$285K